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Travel & Leisure  // Browsing posts in Travel & Leisure

Rental Car Whisper

Rental Car Whisper

Research Question: Will summer 2014 car rentals be better than expected? Companies Covered: Avis Budget Group (CAR), Hertz (HTZ) Report Available: July 17, 2014   Blueshift’s initial research shows the rental car industry off to a strong start to the summer with high demand and bookings, though looming fleet size reductions may exacerbate already-scarce availability.   […]

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Jun 26 2014 Services, Travel & Leisure

Summer Travel Off to a Hot Start with Better Than Expected Results

Research Question: Is the summer travel season better than expected? Companies: AAL, ALK, AWAY, CAR, DAL, EXPE, H, HLT, HOT, HTZ, JBLU, LUV, LYV, OPEN, PCLN, SFXE, TRIP, UAL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings The summer travel season is going to be better than expected, as indicated by a lack of […]

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Jun 12 2014 Services, Travel & Leisure

Macau Visits Rising, Construction on Track, But Dealer Shortage A Concern

Research Question: What are the secular themes regarding long-term demand in Macau’s rapidly expanding gaming industry? Companies: ASX:ALL, BYI, HKG:0027, HKG:0880, LVS, MGM, MPEL, WYNN By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings Visits to Macau are on the rise and will continue through 2015 and beyond, said 10 of 13 sources. […]

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May 13 2014 Services, Travel & Leisure

Travel Agents Helpful But Not Main Method for Booking Cruises

Research Question: Will cruise lines need to continue relying on discounts and decreased pricing to drive bookings for the rest of 2014? Companies: APO, CCL, DIS, HKG:0678, NCLH, RCL By: Mason Rudy Click here to download the report (.pdf)   Summary of Findings Travel agents do not stand out as any more influential to cruise travelers compared […]

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Macau Whisper

Macau Whisper

Research Question: What are the secular themes regarding long-term demand in Macau’s rapidly expanding gaming industry? Companies Covered: Melco Crown (MPEL), Las Vegas Sands (LVS), Wynn Resorts (WYNN), MGM Resorts (MGM), Sands China (HKG:1298), Galaxy Entertainment Group (HKG:0027), SIM Holdings (HKG:0880) Report Available: June 5, 2014   Blueshift’s initial research shows Macau rapidly expanding casinos, hotels, […]

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Apr 24 2014 Services, Travel & Leisure

Cruise Lines Gaining Back Pricing Power; River Cruises all the Rage

Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies: CCL, DIS, HKG:0678, NCLH, RCL By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Fourteen of 16 travel agent sources noted increased bookings in 1Q14 compared to 1Q13. Pricing is […]

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Cruise Whisper

Cruise Whisper

Research Question: Will cruise lines need to rely on continued discounts and decreased pricing to drive bookings for the rest of 2014? Companies Covered: Royal Caribbean (RCL), Carnival Corp. (CCL), Norwegian Cruise Line (NCLH), The Walt Disney Company (DIS) Report Available: April 23, 2014   Blueshift’s initial research indicates cruise lines using discount prices to drive bookings, with questions of whether […]

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App Gives EXPE Lead, Positions it for Growth in OTA Mobile Market

Research Question: Which OTA company leads in mobile conversion rates, and which is most popular with consumers? Companies: EXPE, OWW, PCLN, TRIP By: Susan Jennings Click here to download the report (.pdf)   Summary of Findings Expedia Inc. (EXPE) was identified most often as leading the way in mobile app popularity and cited as well-positioned for growth, according […]

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Online Travel Whisper

Online Travel Whisper

Research Question: Will Priceline or Expedia benefit the most as the online travel industry reacts to the use of mobile and innovative marketing? Companies Covered: Priceline (PCLN), Expedia (EXPE) Orbitz Worldwide (OWW) Report Available: March 21, 2014   Blueshift’s initial research shows the online travel industry reaching new highs on the back of mobile growth as fierce competition emerges through […]

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Rental Car Fleets in Line with Solid Demand

Research Question: Are rental car fleets for Hertz, Avis and Enterprise a rational size for profit, and what is their inventory utilization rate? Companies: CAR, HTZ By: David Franklin Click here to download the report (.pdf)   Summary of Findings National rental car fleets are sized appropriately at all the major rental car companies. Regional increases to meet […]

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